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How does the trends module work?

This article explains how you can view and manage your trends in The Business Plan Shop's software.

Managing my trends in The Business Plan Shop's financial forecasting software

How does the trends module work?

List tab

The list tab lets you manage your trends. 

You can view the name and description of all the trends that your company currently has.

You can add new trends as well as edit or delete existing ones.

Preview tab

The preview tab lets you visualise how your trends look in graphical form. 

The main benefit that this tab holds is that it allows you to view trend graphs one after the other (much quicker than clicking on edit and then viewing each trend individually).

Comments & notes tab

The comments & notes tab lets you write important notes on each page that may prove useful at a later point. 

Each company will have a separate comments & notes section. These notes can be kept private or shared with other users who you have invited on your account.

Frequently Asked Questions

How do I add a trend?
Show answer

Click on the “add” button above the table.

adding a new trend in The Business Plan Shop's online software
How can I edit a trend?
Show answer

Yes you can edit a trend (both on desktop and mobile).

If you are on desktop:

  • Firstly, choose which trend you want to edit
  • Hover your cursor over that trend. An edit button will now appear. editing the trends module on desktop in The Business Plan Shop
  • Click on the edit button
    • You’ll now be taken to the trend editor

If you are on mobile:

  • Choose the trend that you want to edit
  • Click on the "more options" button at the end of the row. An edit button will now appear. editing my trends on mobile in The Business Plan Shop
  • Click on the edit button
    • You should now be able to edit the trend
How can I delete a trend?
Show answer

Yes you can delete a trend (both on desktop and mobile).

If you are on desktop:

  • Firstly, choose which trend you want to delete
  • Hover your cursor over that trend. A delete button will now appear.  deleting a trend on desktop in The Business Plan Shop
  • Click on the delete button
    • That trend will now be deleted from the table

If you are on mobile:

  • Choose the trend that you want to delete from the table
  • Click on the "more options" button at the end of the row. A delete button will now appear.   deleting a trend in The Business Plan Shop's financial forecasting software on mobile
  • Click on the delete button
    • That trend will now be deleted from the table
Can I restore a trend after it has been deleted?
Show answer

No, you cannot restore a trend so please be absolutely sure that you want to delete it.

You’ll get a message asking you to confirm your choice.

How do I change a trend’s name and description?
Show answer
  • You can do that by clicking on the edit button
    • If you’re unsure how to edit a trend, read our trend editor FAQ above
How can I preview a trend?
Show answer
  • Click on the preview tab at the top of the page. previewing my list of trends in The Business Plan Shop's financial forecasting software
  • You'll see a heading named "Select a trend to preview"
    • Here, you can choose which of your trends you'd wish to preview

Go further with The Business Plan Shop

  • How can I edit a trend?
  • How can I manage my KPIs?
  • How can I create a scenario analysis?

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